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Disciplined Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Disciplined Investments’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Sell
2,892
-8
-0.3% -$2.92K 0.37% 58
2026
Q1 		$910K Sell
2,900
-108
-4% -$35.9K 0.33% 59
2025
Q4 		$972K Sell
3,008
-25
-0.8% -$8.13K 0.37% 57
2025
Q3 		$971K Buy
3,033
+6
+0.2% +$1.81K 0.39% 57
2025
Q2 		$865K Buy
3,027
+1
+0% +$263 0.37% 57
2025
Q1 		$773K Sell
3,026
-353
-10% -$99.6K 0.36% 62
2024
Q4 		$973K Sell
3,379
-31
-0.9% -$9.17K 0.48% 55
2024
Q3 		$968K Buy
3,410
+73
+2% +$20K 0.48% 53
2024
Q2 		$876K Buy
3,337
+88
+3% +$22.8K 0.47% 56
2024
Q1 		$880K Buy
3,249
+120
+4% +$30.7K 0.48% 54
2023
Q4 		$789K Buy
3,129
+588
+23% +$133K 0.46% 61
2023
Q3 		$569K Sell
2,541
-192
-7% -$46K 0.35% 69
2023
Q2 		$663K Sell
2,733
-2,605
-49% -$597K 0.35% 63
2023
Q1 		$1.21M Buy
5,338
+70
+1% +$16K 0.51% 57
2022
Q4 		$1.13M Buy
5,268
+34
+0.6% +$7.45K 0.55% 51
2022
Q3 		$1.08M Buy
5,234
+378
+8% +$85.1K 0.5% 52
2022
Q2 		$1M Buy
4,856
+180
+4% +$40.1K 0.45% 56
2022
Q1 		$1.2M Sell
4,676
-726
-13% -$186K 0.49% 53
2021
Q4 		$1.58M Buy
5,402
+59
+1% +$17.8K 0.7% 41
2021
Q3 		$1.57M Buy
5,343
+222
+4% +$66.7K 0.76% 40
2021
Q2 		$1.6M Buy
5,121
+584
+13% +$176K 0.82% 38
2021
Q1 		$1.36M Sell
4,537
-1,754
-28% -$544K 0.8% 37
2020
Q4 		$1.8M Sell
6,291
-100
-2% -$25.5K 1.21% 26
2020
Q3 		$1.42M Hold
6,391
– – 1.04% 28
2020
Q2 		$1.32M Buy
6,391
+68
+1% +$12.7K 1.03% 29
2020
Q1 		$1M Buy
6,323
+2,703
+75% +$537K 0.95% 30
2019
Q4 		$775K Buy
+3,620
New +$735K 0.65% 41

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Disciplined Investments's IWO Position: Q2 2026 in Review

Disciplined Investments reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.28% in Q2 2026, selling an estimated $2.92K and leaving 2,892 shares worth $1.14M. The position accounts for 0.37% of the portfolio, ranked #58.

Disciplined Investments first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.8M in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Disciplined Investments held 2,892 shares of iShares Russell 2000 Growth ETF worth $1.14M as of Q2 2026.
  • Disciplined Investments sold 8 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.92K.
  • iShares Russell 2000 Growth ETF made up 0.37% of Disciplined Investments's portfolio in Q2 2026, its #58 holding.
  • Disciplined Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's iShares Russell 2000 Growth ETF position peaked at $1.8M in Q4 2020.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.